Ford Motor Co. and Chrysler Group LLC, leading a continued recovery for the U.S. auto market, said their deliveries climbed in June as the industry selling pace may accelerate to the fastest pace in 66 months.

Following several years of stronger-than-expected North American supply growth, the shockwaves of rising U.S. shale gas and light tight oil and Canadian oil sands production are reaching virtually all recesses of the global oil market.

The yen weakened beyond 100 per dollar for the first time in four years as the Bank of Japan’s deflation-fighting measures have the currency headed for its longest streak of monthly losses in almost two decades.

Toyota on Tuesday raised its full-year outlook, as it posted a 23% jump in net profit for the most recent quarter, buoyed by a favorable shift in foreign exchange rates and strong sales of its sedans and SUVs in North America.